What public Form 5500 filings show about the California Education Plan, DBA, 401(k) plan — and how to find and check your own account.
California Education Plan, DBA, (EIN 77-0134851) reports SCHOOL FOR INDEPENDENT LEARNERS on its most recent Form 5500, with $507K in plan assets across 21 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full California Education Plan, DBA, filing — schedules, fees, and providers.
California Education Plan, DBA,’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask California Education Plan, DBA,HR for the recordkeeper’s name and login.
